Discovery

The discovery component of the design process is about meeting the clients and discovering what they do. This may not feel like a “design” task, but gathering information about whom your clients are and how they run their business is the only way you’ll be able to come up with an appropriate and effective design. Before you schedule your first meeting with your clients, take a few minutes to figure out what they do and how they do it. If they’ve asked you to design a web site for them, they may not currently have one, but Google them anyway. If you can’t find any information about their business specifically, try to learn a little more about their industry before the first meeting. Whenever possible, the first meeting with a client should be an actual person-to-person meeting. Sometimes, distance will dictate that the initial meeting will occur over the phone, but if the client is in town, schedule a time to meet.

Keep in mind that this meeting doesn’t about impress the client, selling yourself, or selling a web site. The initial client meeting is about communication. Try to listen more than you speak, and bring a pad of paper on which you can make notes. Do not bring a laptop. Computers have screens, and people tend to stare at them. If the client isn’t staring at the screen the whole time, you will be as you write your notes. If you must drag some technology into the meeting, bring a voice recorder. In my experience, though, a pad of paper is less threatening to the often not-so-tech-savvy client.

Here are a few of the questions I like to ask in initial client meetings even if I’ve already answered them myself via a search engine:

• What does the company do?

• What is your role in the company?

• Does the company have an existing logo or brand?

• What is your goal in developing a web site?

• What information do you wish to provide online?

• Who comprises your target audience? Do its members share and common

• Demographics, like age, sex, or a physical location?

• Who are your competitors and do they have web sites?

Sometimes I start off with more questions than those listed here—use your imagination and try to come up with some creative queries that will really give you more insight into the client organization. If you’re a programmer, avoid the tech jargon. If you’re a designer, avoid talking specifically about design. Sure, that may be all you’re thinking about, but semantic markup, fluid and fixed layouts, and color schemes will likely mean very little to the client. Worse still, these types of conversations can bring misguided design opinions your way even before you get a chance to start thinking about the design yourself.